Blue Owl Capital Sees Stake Increase by Callodine Capital

Callodine Capital Management grows its position in Blue Owl Capital by 55% in Q3 2025

Mar. 14, 2026 at 7:36am

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Callodine Capital Management LP increased its stake in Blue Owl Capital Inc. (NYSE:OWL) by 55% in the third quarter of 2025, according to a recent SEC filing. The fund now owns 3,902,531 shares of the company's stock, making it Blue Owl Capital's 4th largest institutional investor with a 0.25% ownership stake worth $66 million.

Why it matters

This significant increase in Callodine Capital's position in Blue Owl Capital suggests the investment firm sees strong growth potential in the alternative asset manager, which focuses on private credit, direct lending and equity strategies. The move also highlights the continued institutional investor interest in the alternative asset management space.

The details

Callodine Capital Management added 1,385,000 shares of Blue Owl Capital to its portfolio during Q3 2025, bringing its total stake to 3,902,531 shares. This represents about 5.8% of Callodine's total assets under management. Other large investors that have increased their positions in Blue Owl Capital recently include Cresset Asset Management, Capital International Investors, and Partners Group Holding AG.

  • Callodine Capital Management increased its Blue Owl Capital stake in Q3 2025.

The players

Callodine Capital Management LP

An investment management firm that focuses on alternative assets and strategies.

Blue Owl Capital Inc.

A global alternative asset manager that specializes in private credit, direct lending and equity-related strategies.

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The takeaway

Callodine Capital's increased stake in Blue Owl Capital signals continued institutional investor confidence in the alternative asset management sector, particularly in firms like Blue Owl that offer specialized credit and lending products to middle-market and larger corporate borrowers.